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Bellwether Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bellwether Investment Group’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-663
Closed -$72K – 72
2017
Q1 		$72K Hold
663
– – 0.19% 110
2016
Q4 		$72K Buy
+663
New +$72.6K 0.06% 229

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellwether Investment Group's AGG Position: Q2 2017 in Review

Bellwether Investment Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2017, closing a stake of 663 shares — an estimated $72K sold.

Bellwether Investment Group first reported a position in AGG in Q4 2016 and held it in 2 quarters. The position peaked at $72K in Q1 2017. 754 funds tracked by Wall St. Rank hold AGG as of Q2 2017.

  • Bellwether Investment Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 663 iShares Core US Aggregate Bond ETF shares in Q2 2017, an estimated $72K.
  • Bellwether Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares Core US Aggregate Bond ETF position peaked at $72K in Q1 2017.
  • 754 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.